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iShares Russell 1000 Value Index shares owned by Chilton Investment

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Chilton Investment from 13F filings

Historical chart of Chilton Investment investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Chilton Investment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Chilton Investment

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.2M 20k 213.67
2025-12-31 $297k 1.4k 210.34
2022-09-30 $352k 2.6k 135.80
2022-03-31 $257k 1.5k 166.02
2021-12-31 $1.9M 11k 167.96
2021-09-30 $1.8M 11k 156.51

More positions owned by Chilton Investment

Microsoft Corp Common Stock (MSFT)
Costco Wholesale Corp Common Stock (COST)
Sherwin Williams Common Stock (SHW)
Republic Services Common Stock (RSG)
Mastercard Common Stock (MA)
Home Depot Common Stock (HD)
Amphenol Corp Common Stock (APH)
Amazon.com Common Stock (AMZN)
Cintas Corp Common Stock (CTAS)
International Business Machines Corp Common Stock (IBM)
Alphabet Common Stock (GOOGL)
Capital One Financial Corp Common Stock (COF)
Arthur J Gallagher & Co Common Stock (AJG)
American Express Common Stock (AXP)
W R Berkley Corp Common Stock (WRB)

View all positions for Chilton Investment

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
FMR
Financial Engines Advisors L.L.C
UBS Group
Envestnet Asset Management
Baird Financial
Raymond James Financial
Wells Fargo & Company
Northern Trust
LPL Financial
Prudential Financial
M^T Bank Corporation
Pnc Financial Services

View all funds holding iShares Russell 1000 Value Index